Cornerstone Financial Management’s UBS Group UBS Stock Holding History

Cornerstone Financial Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Buy	363 +154	+74%	+$7.01K	0.01%	298
2026 Q1	$8.17K	Buy	209 +11	+6%	+$471	0.01%	357
2025 Q4	$9.17K	Buy	+198	New	+$8K	0.01%	305

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cornerstone Financial Management's UBS Position: Q2 2026 in Review

Cornerstone Financial Management increased its UBS Group (UBS) stake by 74% in Q2 2026, buying an estimated $7.01K and bringing the position to 363 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #298.

Cornerstone Financial Management first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cornerstone Financial Management held 363 shares of UBS Group worth $18K as of Q2 2026.
Cornerstone Financial Management bought 154 UBS Group shares in Q2 2026, an estimated $7.01K.
UBS Group made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #298 holding.
Cornerstone Financial Management first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.